This feature is available with a Pro Plan or Receipts subscription, or if you have a Legacy business auto-importing transactions as of May 1, 2024.
Review auto-updates to your transactions in your web browser
Review auto-updates to your transactions in the Wave mobile app
Review auto-updates to your transactions in your web browser
On your Transactions page, there are icons to the right of auto-updated transactions in place of the checkmark button that marks a transaction as reviewed.
- Transactions that were automatically merged have a merge icon.
- Transactions that were automatically categorized have a thumbs up icon.
To review the auto-updates, on the left-side menu, click Accounting > Transactions, then:
- If the transaction was automatically categorized you can either confirm the category or change it. Click the thumbs up icon to confirm, or recategorize the transaction. Confirming or recategorizing removes the purple dot on the transaction. If other unreviewed transactions were categorized under the same category, you will also see a View other transactions button to review those transactions.
- If the transaction was automatically merged, click the merge icon. You can confirm or unmerge. This removes the purple highlight on the transaction. Learn how to unmerge automatically merged transactions.
If a transaction has both been automatically categorized and merged, you can review the categorization, then the merge separately.
Once you’ve verified the transaction is accurate, click the checkmark button to the right of the transaction to mark it as reviewed.
Review auto-updates to your transactions in the Wave mobile app
In the Wave mobile app, transactions that are automatically merged or categorized are indicated by a purple dot.
To review the auto-updates, tap Accounting on the bottom menu, tap Transactions in the submenu, then tap on the transaction to open it.
- If the transaction was automatically categorized you can either confirm the category or change it. Learn how to recategorize transactions.
- If the transaction was automatically merged you can either confirm the merge or unmerge. Learn how to unmerge automatically merged transactions.
Confirming the merge or category, or recategorizing or unmerging, will remove the purple dot from the transaction.
To mark transactions as reviewed, log in to your account at waveapps.com. Learn how to mark transactions as reviewed.